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8937Report of Organizational Actions
Affecting Basis of SecuritiesForm
(December 2011)
Department of the Treasury
Internal Revenue Serviceman BOMB No. 15452224See separate instructions. Reporting
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How to fill out form 8937 report of
How to fill out form 8937 report of
01
To fill out the form 8937 report, follow these steps:
02
- Start by providing the taxpayer identification number (TIN) of the issuer.
03
- Enter the name of the issuer and their address.
04
- Specify the class and series of the stock or debt instrument being reported.
05
- Indicate the issue price and the issuer's CUSIP number.
06
- Provide the name, address, and TIN of the party filing the form (if different from the issuer).
07
- Enter the date of the issuer's organizational action triggering the reporting requirement.
08
- Include a description of the action and its effect on the basis and holding period of the stock or debt instrument.
09
- Attach any supporting documents or explanations as necessary.
10
- Finally, sign and date the form before submitting it to the appropriate tax authority.
Who needs form 8937 report of?
01
The form 8937 report is required by issuers of stock or debt instruments who have undergone an organizational action that affects the basis or the holding period of those securities.
02
This form is also necessary for taxpayers who have acquired stock or debt instruments as a result of an organizational action and need to report the adjusted basis and holding period on their tax return.
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What is form 8937 report of?
Form 8937 report is for Corporate Organizational Actions
Who is required to file form 8937 report of?
Any corporation that has undergone an organizational action
How to fill out form 8937 report of?
Form 8937 report must be filled out accurately with all the required information related to the organizational action
What is the purpose of form 8937 report of?
The purpose of form 8937 report is to inform shareholders, the IRS, and the SEC of any organizational actions taken by a corporation
What information must be reported on form 8937 report of?
Information related to the organizational action, such as the date of the action, description of the action, and the tax consequences
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